Agree Realty (ADC) vs Rexford Industrial Realty (REXR)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.
Summary
Agree Realty (ADC) has outperformed Rexford Industrial Realty (REXR) over the past year, losing 7.5% versus a loss of 13.1%. Over five years, ADC leads with a -6.2% price change compared with -40.7% for REXR. Rexford Industrial Realty is the larger company by market cap ($8.27 billion vs $8.13 billion), about 1.0 times the size, while Agree Realty is growing revenue faster (+16.4% vs +7.1%).
On valuation, Agree Realty trades at a lower forward P/E (34.1x vs 36.6x for Rexford Industrial Realty). Agree Realty offers the higher dividend yield (4.82% vs 4.78%). Agree Realty converts more of its revenue into profit, with a net margin of 28.4% versus 21.1%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | ADC | REXR |
|---|---|---|
| Share price | $65.16 | $36.16 |
| Market cap | $8.13B | $8.27B |
| 1-day change | -0.96% | -1.74% |
| YTD return | -9.54% | -6.61% |
| 1-year return | -7.52% | -13.06% |
| 5-year return | -6.16% | -40.70% |
| P/E ratio (TTM) | 35.03 | — |
| Forward P/E | 34.06 | 36.62 |
| EPS (TTM) | $1.86 | $-1.79 |
| Dividend yield | 4.82% | 4.78% |
| Annual dividend | $3.14 | $1.73 |
| Revenue (latest FY) | $718.40M | $1.00B |
| Revenue growth (YoY) | +16.42% | +7.13% |
| Net income (latest FY) | $204.35M | $212.03M |
| Operating margin | 47.38% | — |
| Net margin | 28.45% | 21.14% |
| 52-week high | $82.08 | $44.38 |
| 52-week low | $64.98 | $32.14 |
| Distance from 52-week high | -20.61% | -18.52% |
| Analyst consensus | buy | hold |
| Avg. price target upside | +27.21% | +11.67% |
| Average volume | 1.48M | 2.74M |
| Shares outstanding | 124.38M | 222.99M |
| Employees | 90 | 256 |
| Sector | Real Estate | Real Estate |
| Industry | Real Estate Investment Trusts | Real Estate Investment Trusts |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Agree Realty is more profitable, keeping 28.4 cents of every revenue dollar as net income versus 21.1 cents for Rexford Industrial Realty.
- Agree Realty grew revenue faster in its latest fiscal year (+16.42% vs +7.13%).
About Agree Realty
ADC stock →Agree Realty Corporation is a publicly traded real estate investment trust. The Firm is Rethinking Retail through the acquisition and development of properties net leased to industry-leading, omni-channel retail tenants.
Real Estate · Real Estate Investment Trusts · 90 employees
About Rexford Industrial Realty
REXR stock →Rexford Industrial Realty, Inc. creates value by investing in, operating and repositioning industrial properties throughout infill Southern California, the world's fourth largest industrial market and consistently the highest-demand with lowest-supply major market in the nation over the long term.
Real Estate · Real Estate Investment Trusts · 256 employees
ADC vs REXR FAQ
Which is bigger, Agree Realty or Rexford Industrial Realty?
Rexford Industrial Realty (REXR) is larger, with a market capitalization of $8.27B compared with $8.13B for Agree Realty (ADC).
Which stock has performed better over the past year, ADC or REXR?
ADC returned -7.52% over the past 12 months, compared with -13.06% for REXR (price return, excluding dividends). Past performance does not predict future results.
Which pays a higher dividend, Agree Realty or Rexford Industrial Realty?
Agree Realty has the higher yield at 4.82%, compared with 4.78% for Rexford Industrial Realty.
Are Agree Realty and Rexford Industrial Realty in the same industry?
Yes. Both are classified in the Real Estate Investment Trusts industry within the Real Estate sector.